+1Hi all,
I recently switched our company over to portal 2.0 as I feel it will better serve us rather than 1.0 but in what section can I adjust so that invoices as they are created do not have to be automatically uploaded to the portal. I do not want all invoices going to the portal only certain ones. How can I do this??
Best answer by jcummings
Hi there! Similar to the legacy portal, version 2.0 requires invoices to be published upon creation. This is to prevent a confusing and frustrating experience where clients would see a "due balance" in the portal but have no way to pay it. The portal proactively prevents this from happening.
However, compared to the legacy portal, you now have much greater control over sharing additional versions or layouts. Each time you print or email an existing invoice, you have the choice of whether or not you'd like to update the portal with that new layout selection.
If you're creating invoices for A/R clean-up and then crediting them off within Aspire, don't worry, clients won't see that balance as due. Credits are factored into the portal balance calculation once applied to an invoice, and any invoices that are credited off appear as paid.
Hope this helps!
+14Hi there! Similar to the legacy portal, version 2.0 requires invoices to be published upon creation. This is to prevent a confusing and frustrating experience where clients would see a "due balance" in the portal but have no way to pay it. The portal proactively prevents this from happening.
However, compared to the legacy portal, you now have much greater control over sharing additional versions or layouts. Each time you print or email an existing invoice, you have the choice of whether or not you'd like to update the portal with that new layout selection.
If you're creating invoices for A/R clean-up and then crediting them off within Aspire, don't worry, clients won't see that balance as due. Credits are factored into the portal balance calculation once applied to an invoice, and any invoices that are credited off appear as paid.
Hope this helps!
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